The Home Port for Autonomous Fleets
We develop purpose-built depots for autonomous vehicle fleets, transforming underutilized industrial sites into mission-critical urban infrastructure.
Investing at the Intersection of Energy and Autonomy
The convergence of autonomous mobility, eletricity scarcity, and regulatory uncertainty is creating a unique investment window. Major AV fleets are moving from pilots to full-scale commercial deployment, driving urgent demand for purpose-built infrastructure.
The technology is ready. The limiting factor is a shortage of entitled, well-located real estate with the power capacity, zoning, and connectivity required for modern autonomous fleet operations.
Dockyard Infrastructure fills this critical gap. We transform underutilized industrial sites into mission-critical automation depots, ready for phased occupancy by the autonomous fleets reshaping transportation.
Energy Infrastructure
We secure and develop sites with high-capacity grid connections (2-10 MW), solving the critical power bottleneck that limits autonomous fleet scaling.
Strategic Locations
Our sites are positioned where demand, electricity, zoning, and connectivity are all aligned.
Regulatory Advantage
Texas provides statewide AV regulatory framework, enabling a unified, low-risk deployment model.
Why Now? A Convergence of Forces
An unprecedented convergence of autonomous fleet scaling, power infrastructure scarcity, and robotics adoption is creating a narrow window for outsized returns.
Explosive Fleet Growth
Morgan Stanley and ARK Invest predict 100x to 1,000x growth in autonomous miles by 2030. Major fleets are already scaling commercially across key U.S. markets.
Critical Power Bottleneck
Transformer lead times have ballooned from 4-6 weeks in 2019 to 80-210 weeks in 2025. Early movers with grid-ready sites hold a significant advantage.
Scarce, Strategic Real Estate
Large, grid-connected sites near urban service areas are increasingly difficult to secure. As seen with data centers, those who move early on infrastructure lock in long-term positioning.
The Rise of Physical AI
Robotics deployments projected to reach 1.4 billion units by 2050 across autonomous vehicles, drones, and humanoid robots. Each robot needs a home port where it can be charged and serviced, underscoring the need for power-entitled urban depots.
Where AV Fleets Are Deploying
We are launching our first automation depots in Austin, where multiple AV fleets are already testing or operating commercially alongside a strong ecosystem of OEMs, suppliers, and tech talent. From there, we plan to expand across the Texas Triangle.
Next-Generation Automation Depots
We develop turnkey AV fleet depots: high-capacity, facilities with the power, connectivity, and operational infrastructure that autonomous fleets demand.
Traditional Rideshare Model
- Human drivers with personal sedans
- Decentralized storage: driveways & street parking
- Ubiquitous gas station fueling network
- Variable quality, driver-managed maintenance
Autonomous Fleet Depots
- Autonomous vehicles available to operate nearly 24/7
- Centralized, secure urban depots
- 300kW+ DC fast charging, purpose-built for fast turnaround
- Intermodal transit hub for autonomous vehicles, humanoids, and drones
Proven Operators
Our team brings decades of hands-on experience across energy, infrastructure, and institutional investing, with a track record of building and successfully exiting businesses.
Joe Langen
Managing Partner, CEO
- Experienced investor in the energy space with an investment process rooted in deep fundamental analytics, identification of emergent themes and paradigm shifts, commodity macro analysis and portfolio management.
- 10+ years of Energy buyside investing experience working for several major hedge funds including Citadel and Point72.
- Prior to working on the buyside, held a role in Energy & Power Investment Banking at Bank of America Merrill Lynch.
Degree in Finance, Indiana University Kelley School of Business
Kevin Thuot
Managing Partner
- Entrepreneur and engineer focused on infrastructure, energy, and data-driven land development.
- Partner at Next Generation Land Co, a powered land developer serving data center and hyperscaler buyers.
- Co-founder and former managing partner of JetRock Analytics, a 10+ year data analytics firm serving the oil & gas industry that achieved a successful exit in 2025.
- Prior to founding JetRock, Kevin held energy analysis roles at Enverus (O&G focused), DNV GL (renewables focused), and NASA.
M.S. Mechanical Engineering, Massachusetts Institute of Technology | B.S. Mechanical Engineering, The University of Texas at Austin